bookkeeping for small business

In today’s video I want to share with a bookkeeping template for small businesses. This file can be used as a first step before going forward and purchasing a Saas solution that will cost X usd every month.
The file consists of five main parts:
1. Lists sheet - Here is where you define the drop-down selections that will be used in other sheets.
2. Transactions - new transactions are logged in this sheet. The summary and dashboard sheets are based on this sheet.
3. New transaction form - a user form to standardize the input needed for a new transaction.
4. Summary - dynamic view per category and month with date slicers.
5. Dashboard - charts that allow high level view of the business status with date slicers.
This file and other is available on my Patreon page:
/ excelhighway
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[@excelhighway3549]

The file is available on my Patreon page:
www.patreon.com/ExcelHighway

[@mwandunzimba8711]

Thank you! Very helpful.

[@excelhighway3549]

Glad it was helpful!

[@gwendyl.9494]

thank you

[@excelhighway3549]

You are very welcome

[@eoindale1966]

Have you a working copy of this -- fantastic

[@excelhighway3549]

Thanks, the file is available on my Patreon page:
www.patreon.com/ExcelHighway